Which investment opportunities should ResilienceVC prioritize to balance financial returns with its vision of building financial resilience for underserved individuals and small businesses?
Which investment opportunities should ResilienceVC prioritize to balance financial returns with its vision of building financial resilience for underserved individuals and small businesses?
This case study examines the investment decision that Vikas Raj, founder and managing partner of ResilienceVC, faces as he prepares for an upcoming investment committee meeting. With a newly raised $58M fund and a target portfolio of 20+ companies, Raj and his team must determine which of five prospective financial technology companies warrant deeper consideration. Each company addresses a financial challenge in the low- and moderate-income or small business communities but they vary in their alignment with ResilienceVC’s mandate.
Founded in 2023 by Raj and his partner Tahira Dosani, ResilienceVC has made a name for itself by focusing on seed-stage financial startups that support the ability of businesses and individuals to improve their economic security. With widespread financial instability in the United States and skepticism from traditional venture capital firms, Raj faces the difficult task of deciding which opportunities at the intersection of impact and profitability meet their standards. In this case, students must assess the investments to determine which best align with the firm’s strategy and to articulate the trade-offs involved in deploying capital to new investments in underserved markets while maintaining disciplined investment standards.
About the Author(s)
